$180B AI Connectivity Push: Qualcomm Targets 6G Rollout by 2028 | 9 Points

Qualcomm Preps AI-Ready 6G Devices | 2028 Olympics Launchpad | 12.5 Gbps Modem & 30% Faster AI

1. AI Integration in 5G & 6G: Strategic Push

1. Qualcomm is positioning AI as the backbone of next-generation connectivity.

2. Focus areas:

   • 5G optimization with AI-powered modems

   • 6G development with built-in intelligence

3. CEO Cristiano Amon emphasized:

   • “Connectivity is evolving for the age of AI.”

   • AI to drive power efficiency, speed, and predictive performance.

2. Snapdragon 8 Elite Gen 5: AI + 5G Performance

1. New chipset integrates Qualcomm’s 4th-gen AI-powered 5G modem.

2. Key performance numbers:

   • Max download speed: 12.5 Gbit/s

   • 30% faster AI inference vs. previous generation

3. Smartphone partners include:

   • Samsung, Xiaomi, Oppo, OnePlus, ZTE, realme, Nubia, Honor

4. AI models optimize antenna positioning and signal retention.

3. AI-Based Connectivity Optimization

1. Built-in models analyze:

   • Accelerometer data

   • Device positioning

   • User grip

2. Performance gains:

   • 15% boost in throughput

   • Better power efficiency

   • Fewer dropped connections

3. AI replaces traditional-only beamforming limitations.

4. Telecom Operator Benefits & Adoption

1. AI helps reduce customer complaints and improve QoS.

2. Carriers like T-Mobile already using AI for:

   • Network expansion

   • Real-time optimization

3. Faster adoption than Qualcomm expected.

5. 6G Vision: AI-Native Connectivity by 2028

1. Qualcomm plans pre-commercial 6G devices by 2028.

2. Hardware will be lightweight, near-phone form factor.

3. Major showcase event expected around the 2028 Los Angeles Olympics.

4. AI to act as a self-aware layer within 6G networks.

6. 6G Spectrum Strategy: From mmWave Lessons to Midband Wins

Shift From Failed mmWave Approach:

• Early 5G mmWave attempts (with Qualcomm support) underperformed.

• 6G now focused on midband spectrum instead of terahertz.

Likely 6G Spectrum Ranges (US):

Possible Additional Band:

• 13 GHz (conditional use)

7. Clean Spectrum = Predictable Performance

1. Qualcomm favors uncluttered airwaves for quality and rollout speed.

2. Less dependency on shared incumbents.

3. Improves commercialization and reliability for carriers.

8. Commercial & Financial Relevance

1. Qualcomm’s AI-integrated chipsets will power billions in device shipments across 2025–2030.

2. Faster adoption equals:

   • Lower network upgrade costs for carriers

   • Reduced churn from connectivity issues

3. 6G trials aligned with global events → higher investor interest

4. Spectrum strategy reduces CAPEX risks tied to failed mmWave bets.

9. Device-to-Network AI Ecosystem

1. Phones, wearables, and future AR/VR smart glasses to use on-device AI.

2. Telecoms will integrate network-level intelligence.

3. Qualcomm targets both B2B and consumer markets.

✅ Final Takeaway

Qualcomm is banking on AI to:

• Extend 5G performance and profitability

• Avoid costly 5G spectrum setbacks

• Accelerate 6G readiness by 2028

• Align carriers, OEMs, and investors around AI-native connectivity

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